Adding Additonal Contact Details

  1. Go to the Contacts section on the left-hand side.

  2. Click on the desired contact.

  3. Click Edit Contact.

  4. Add or update necessary details, such as:

    • Company Name

    • Job Title

    • Address (street, city, ZIP, country)

  5. Click Save to update the contact information.

  6. The updated details will be used automatically in future proposals.